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    Education

    DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

    Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself.

    Disclosures
    The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar with their individual circumstances.
    The firm is not engaged in the practice of law or accounting. This content shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to anyone. All information referenced is for illustrative purposes only and is not intended to represent any specific investment strategy or vehicle. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal.
    We strive to provide accurate and timely content, but we make no guarantees regarding the accuracy, completeness, or relevance of the information presented. All information is provided “as-is” and may be subject to change without notice. We assume no responsibility for any errors, omissions, or outcomes related to the use of this content.
    Links to external sites are provided for convenience only. We do not control or endorse third-party content and are not responsible for the information or services these sites provide. Always review the privacy policies and terms of use for any external sites you visit.
    By using this podcast, website, or any related content, you acknowledge and agree to the terms outlined in this disclaimer. If you have any questions, feel free to contact us directly.

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    Copyright: © Copyright 2019 All rights reserved.

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    Latest Episodes:
    How Does My Pension Change My Plan? Jun 05, 2023
    Show notes

    On this episode of DIY Money, Logan and Daniel talk about how pensions impact a long term financial plan.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Custodial and Investment Accounts for Kids Jun 02, 2023
    Show notes

    On this episode of DIY Money, Daniel and Quint talk about investing for kids and what situations you should consider using different types of accounts.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Budgeting Tips and Tricks May 31, 2023
    Show notes

    On this episode of DIY Money, Quint and Allie talk about budgeting tips and tricks.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Should I Use a 529 Now? May 29, 2023
    Show notes

    On this episode of DIY Money, Quint introduces the newest member of the DIY and Joule team Allie Howard CPA MBA. Listen to them talk about 529 plans and the new strategies available for them.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    DIY MONEY JR- Starting an Online Business May 26, 2023
    Show notes

    On this episode of DIY Money Junior, Logan and Quint talk about starting an online business.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Buying a Home? How Much Should You Put Down? May 24, 2023
    Show notes

    On this episode of DIY Money, Daniel and Logan talk about what percentage to put down on your home.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Take More Risk With a Pension? May 22, 2023
    Show notes

    On this episode of DIY Money, Logan and Daniel talk about risk when factoring in a pension to a financial plan.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Increasing 401K Savings to Save on Taxes May 19, 2023
    Show notes

    On this episode of DIY Money, Logan and Daniel talk about increasing 401K savings to ultimately save on taxes.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Using an HSA for Retirement May 17, 2023
    Show notes

    On this episode of DIY Money, Logan and Daniel talk about calculating retirement needs while factoring in an HSA.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    We Want You At Joule! May 16, 2023
    Show notes

    We would love to have you apart of our team at Joule Financial. Learn more about our open position HERE.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


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